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Status types

Status types is used for contract and enrolment status. Each type must correspond to a status of Active, Completed or Cancelled.

Open the Configuration Manager by choosing Manage > Configuration from the menu. The Configuration Manager displays an alphabetically ordered explorer tree.

 

Adding a new status type

  • Right-click Status type and choose Add new status type.

This will open the Status Type Wizard:

  • Enter a Status type name.
  • Optionally, enter a Code to identify the status type.
  • Select the Status type to which the new type corresponds.
  • If the Status will be the most commonly used when creating an enrolment, tick the Set this status as the default checkbox. This will pre-select this status type as the Enrolment/Contract status. There can only be one status set to default at a time.
  • Do not make this status type available for use indicates if the status type should be archived. If ticked, the status type will be added/moved to the Archived status types branch.
  • Optionally, provide a Description for the status type.
  • Click Next and then Finish.

 

Editing an existing status type

  • Expand Status types.
  • Right-click the status type and choose Edit status type.

This will open the Status Type Wizard, where you can make changes.

 

Deleting a status type

  • Expand Status types.
  • Right-click the status type and choose Delete status type.
  • Click Yes when asked to confirm the delete.

If an error occurs, the Status type has likely been used previously and is included in historical data. In this case, you will need to archive the code to remove it from active use.

 

Viewing the status type report

This report details all the status types, including those that have been archived.

  • Right-click Status types and choose Show status type report.

The report will be displayed in a new tab/window.

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    Tags:
  • config
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